Check contact records before starting outreach
Spend less time discovering missing contact details after outreach is already underway.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
An outreach list can look ready until you discover key details are blank or unusable.
- Check selected contact details before an outreach effort.
- Catch incomplete records in a recurring review.
- Make the readiness criteria explicit and repeatable.
Setup
Build it in a few focused steps.
- 1Connect Salesforce in Notis once.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3Tell Notis to list contacts in the group or criteria you specify and report records missing the contact details needed for the planned outreach.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose a report channel and test with one real run using a representative contact set.
Questions about this workflow
Does this send outreach messages?
No. It checks contact data and reports records for review.
Can it assess whether consent exists?
Only if a relevant consent field is available and you specify how to interpret it. Do not infer consent from missing data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Salesforce. A trigger fires from one place; an action lands in another.
Basin triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Basin and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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